EP 080: Retirement Income Planning with Sheryl O'Connor, CEO and Co-Founder of Income Conductor

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - March 19, 2020 12:50 - 37 minutes - 34.8 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 079: Conona Virus Market Update March 15, 2020

Next Episode: EP 081: Market Update on March 27, 2020

Nick Hopwood, CFP® of Peak Wealth Management speaks with Sheryl O'Connor of Income Conductor about next-gen retirement income planning. As a retirement income expert, Sheryl explains some of the various distribution strategies utilized by advisors and the pros and cons of each.

Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.